Sunday, October 18, 2026

What Lies Beneath: The Developer Building a Data Center on a Former Army Dump Laced With Munitions and Carcinogens

Digital Realty paid $120 million for Atlanta-area parcels including a former Army dump with buried carcinogens and military ordnance.

DLR $60B

Hunterbrook 24h ago 22 clicks

41h ago SMTC $16B

Semtech Analyst Day Review

CV's Substack 12 clicks

44h ago DOCN $13B

DigitalOcean CEO: ‘We are not going to be extraordinarily leveraged like some others’

The Technology Letter 22 clicks

From X

@stockgutter Oct 14

SG on X

@valuemaverick1 I have no view whether $33 is a good price for $BSP, but I'm comfortable selling calls in the 70s.

@red_dog_capital Oct 14 1 click

Red Dog Capital on X

@Musecases I took the "L" at the open on $BSP. It was small so lost ~50 bps. No borrow at IBKR, could continue to squeeze until the lock up in late Dec. Can't believe Berkshire owns this POS. Makes me question Greg.

@stockgutter Oct 14

SG on X

Berkshire or no Berkshire, $BSP is awfully rich here. I'm a seller of far dated otm calls. https://t.co/JkugYB6LOg

@convequity Oct 14

Convequity on X

$TSEM remains one of our highest-conviction holdings, even after we trimmed the position in our 4Q26 rebalance. We wanted to keep Tower at its 6.1% portfolio weight despite a roughly 25% fall in its share price over the past quarter. To make room for new holdings, we trimmed the weight to 4.75% and banked some profits. With SpaceX ($SPCX) also becoming a larger holding, we are limiting further additions to avoid concentrating the portfolio in a few companies. Our confidence in Tower's technology remains strong. We think Tower's competitive advantage comes from combining chips that send and receive data using light with the electronic chips that drive and control them. Next-generation optical connections require these components to exchange more data within a smaller space. Hybrid bonding achieves this by joining the chips through densely packed electrical connections that move large amounts of data in a compact package. In our view, Tower's capabilities here are effectively unmatched among Western suppliers. Tower has also added manufacturing capacity more successfully than we expected. It can fulfill more customer orders itself, leaving less business for $GFS. Customers have less reason to switch to a supplier whose technology they consider weaker when Tower can meet their needs, so the capacity expansion strengthens our Tower thesis and weakens the case for competitors that rely on orders Tower cannot accommodate.

@negligible_cap Oct 14 1 click

Negligible Capital on X

*BERKSHIRE HATHAWAY INVESTS ADDITIONAL $330M IN BENDING SPOONS Today I learned $BRK.B had a stake in $BSP (now 4%) https://t.co/OK86G4kZCP

@partners_road Oct 14

RiverRoadPartners on X

McBee, a $CRWV co-founder who leads $CRWV’s financing efforts, said winning IG ratings for its chip-backed debt & eventually the $CRWV itself, would allow it to borrow from insurers whose capital “is unlimited.” Similar to how they packaged subprime debt to get an S&P AAA rating.

@DeepSailCapital Oct 13

Deep Sail Capital on X

Wait, so everyone suddenly realized $CRWV has a shitty business model because their bond yields went up? Same business six months ago. Where were all these forensic accountants then? Apparently the due diligence starts when the chart stops going up.

@irbezek Oct 13 1 click

Ian Bezek on X

@jeffborack If I'm wrong, my $U stock will go to zero so I'll suffer that way.

Expert Call | Q3 2026 Optical Components Market Dynamics, Vendor Market Share, & 2027 Growth Outlook

Optical-component vendor call covers 800G and 1.6T demand, AI cluster optical density, market share, pricing and 2027 growth for Coherent,…

COHR $52BLITE $77B

P Equity Research 46h ago 14 clicks

Market Cracks Under AI Debt Burden | The Weekly Wrap

Steve Eisman examines AI data-center debt, CoreWeave's tech correction and agentic AI's effect on banks as earnings season begins.

CRWV $34B

Steve Eisman Oct 16 22 clicks

RELX: The Risk Segment Makes This Buy Less Risky

RELX’s 13-petabyte fraud and identity data moat supports its high-margin Risk segment as its valuation falls to roughly half its peak P/E.

RELX $64B

LA Capital Oct 16 8 clicks

Is The Market Turning The Page?

CoreWeave’s debt and equity price action is framed as a wake-up call for investors amid a broader market discussion.

CRWV $34B

WHAT ARE WE DOING? “Contrarians At The Gate” Oct 15 52 clicks

CoreWeave: Why Credit Markets See A 54% Chance Of Default

CoreWeave’s 2032 notes yield over 15%, signaling a 54% default probability as borrowing costs exceed rental yields on AI infrastructure…

CRWV $34B

Dustin Quasney Oct 15 24 clicks

AppLovin Deep Dive

AppLovin rebuilt its ad model with AXON 2.0, lifting LTM revenue to about $7 billion and margins to 77% as Unity competition threatens…

APP $88B

Speedwell Research Oct 15 27 clicks

Brookfield Asset Management: What If The AI Boom Backfires?

Brookfield Asset Management's fee revenue rose 16.2% and distributable earnings 15.8%, but its 18% five-year target relies on AI-led growth…

BAM $72B

Daniel Schönberger Oct 15 3 clicks

Constellation: Stars Aligning?

Constellation Brands trades near $127 at roughly 11x next-twelve-month EV/EBIT, with recent business results offsetting concerns over…

STZ $22B

TSOH Investment Research Oct 15 27 clicks

October 2026 Random Ramblings

October 2026 market commentary covers SOLS’s cancelled merger, a hypothetical Starbucks-Chipotle deal, Russell 2000 weakness and AI…

CMG $39B

Yet Another Value Podcast Oct 14 87 clicks

Everyone wants to defend CoreWeave but who really knows

CoreWeave faces fresh skepticism as another AI trade selloff collides with bullish defenses of the company.

CRWV $34B

The Technology Letter Oct 14 6 clicks

A Conversation With Ari Emanuel About Entertainment and AI

Ari Emanuel discusses AI’s impact on Hollywood, live events, social networks and the future of advertising.

TKO $33B

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. Oct 14 7 clicks

Coherent | Management Call

COHR $52B

P Equity Research Oct 14 19 clicks

Research Roundup Vol. LVI

Howmet Aerospace is framed as a beneficiary of turbine and aircraft-engine demand, while J.B.

HWM $88BJBHT $22B

Monte Independent Investment Research Oct 14 15 clicks

Lennar: The Misstep Is Temporary, the Operating Machine Is Not

Lennar cut build times to 116 days and adopted an asset-light land model, while gross margin fell to 15.8% from 27.5% as land costs rose.

LEN $17B

Latticework by MOI Global Oct 14 16 clicks

Lennar, Part One: The Story

Lennar grew from a Miami builder into one of America’s two largest homebuilders, controlling land largely through options and land banks…

LEN $17B

Latticework by MOI Global Oct 14 15 clicks

Lennar, Part Two: The Deep Dive

Lennar’s second audio program examines the homebuilder’s business for professional investors and housing analysts.

LEN $17B

Latticework by MOI Global Oct 14 13 clicks

Insider activity September 2026

Asian insider buying rose 19% to US$2.4 billion across 930 September transactions, led by Grab CEO Anthony Tan’s US$30 million purchase…

GRAB $12B

Asian Century Stocks Oct 14 8 clicks

Rollins (ROL), Verisure (VSURE), and the cost of standing still (Part 2, Verisure)

Verisure’s 6.38 million monitored-alarm subscribers generate 90% recurring revenue, while its disclosed acquisition costs and 6%-8% churn…

ROL $15B

Best Anchor Stocks Oct 13 24 clicks

BridgeBio: Maintaining 'Strong Buy' Additional Encaleret Data ADH1 And Three Expected FDA Reviews

BridgeBio Pharma reported Q2 revenue of $243.7 million and has three Priority Review NDAs, while $1 billion in convertible preferred…

BBIO $13B

Terry Chrisomalis Oct 13 2 clicks

AMADF · long

Amadeus It Group SA

Amadeus IT Group turns long after shares fell more than 20% since a November short call.

AMADF $25B

Value Investors Club Jul 15 1 click

Sunday, October 18, 2026

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